Wealth Management

With over a century of expertise and a nationwide network of over 500 financial professionals, we are a leading provider of personalized strategies and related services for both investors and financial professionals alike.

Powering your investment strategies with our team can help you reach your financial goals. Whether you’re interested in college planning, brokerage services, a tax professional, a certified financial planner, estate management, life insurance and annuities, our team has you covered. We serve a diverse client base of 97,000 investors which include independent, private and international clients. For financial professionals, we offer advanced technology, multiple affiliation choices that provide a tailored approach to achieving your business objectives.

We understand that every situation is completely unique. That’s why we work together with you as a true partner to develop customized financial solutions by getting to know your specific needs, goals, and priorities. Our team builds trust so that when complex financial decisions arise, we’re prepared to offer quality investment advice and specific options that safeguard your wealth and ensure future performance is aligned with your goals.

We take a holistic approach by seamlessly integrating strategic financial planning for our clients. Our advisors work closely with clients to understand their complete financial picture, including assets, income sources, and long-term goals. This comprehensive view allows us to develop tailored strategies that optimize your investments while minimizing tax liabilities.

Tax strategies can help minimize tax liabilities over an individual's life. Our approach incorporates estate planning and ensuring your financial plans align with your needs. Continuous reviews and adjustments to these strategies with changing market conditions and tax laws provides you with a dynamic wealth solution.

Our team offers a range of solutions designed to protect your assets during periods of market volatility. This approach typically will combine diversification strategies with risk management tools to help preserve your wealth, even during uncertain times.

As an example, a balanced portfolio that includes a mix of asset classes, such as stocks, bonds, and alternative investments, can help spread risk across different market sectors and not concentrate exclusively in one asset class. During volatile periods, it's typical for some types of assets to underperform, while others remain stable or even gain in value, so it's important to keep the portfolio stabilized.

High-net-worth individuals benefit from an integrated approach for managing their financial needs. We offer comprehensive succession and private wealth solutions tailored to meet the unique requirements of our clients. We have a fully equipped succession planning team ready to customize a solution for you. Our approach focuses on preserving and transferring wealth across generations. We work closely with families to develop strategies that ensure a smooth transition of businesses and assets and navigate the intricate legal and financial aspects of wealth transfer, such as estate planning, which includes the creation of wills and trusts to manage assets for generations to come.